San Luis Wealth Advisors LLC purchased a new stake in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm purchased 9,176 shares of the company’s stock, valued at approximately $1,147,000.
Other large investors have also recently made changes to their positions in the company. Salem Investment Counselors Inc. boosted its position in iShares MSCI USA Value Factor ETF by 306.9% during the third quarter. Salem Investment Counselors Inc. now owns 293 shares of the company’s stock valued at $37,000 after purchasing an additional 221 shares in the last quarter. Smartleaf Asset Management LLC lifted its position in shares of iShares MSCI USA Value Factor ETF by 69.3% during the second quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock valued at $37,000 after buying an additional 133 shares during the last quarter. Rothschild Investment LLC boosted its holdings in shares of iShares MSCI USA Value Factor ETF by 64.0% in the 3rd quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock valued at $51,000 after buying an additional 160 shares in the last quarter. Root Financial Partners LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF in the 3rd quarter valued at about $58,000. Finally, EverSource Wealth Advisors LLC grew its position in shares of iShares MSCI USA Value Factor ETF by 42.7% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 531 shares of the company’s stock worth $66,000 after buying an additional 159 shares during the last quarter.
iShares MSCI USA Value Factor ETF Stock Up 0.6%
BATS VLUE opened at $147.01 on Wednesday. iShares MSCI USA Value Factor ETF has a 52 week low of $91.80 and a 52 week high of $154.31. The company has a 50 day moving average price of $147.71 and a 200 day moving average price of $135.86. The firm has a market cap of $8.67 billion, a PE ratio of 13.34 and a beta of 0.97.
iShares MSCI USA Value Factor ETF Company Profile
The iShares MSCI USA Value Factor ETF (VLUE) is an exchange-traded fund that is based on the MSCI USA Enhanced Value index. The fund tracks an index of large- and mid-cap US equities. Stocks are selected and weighted using fundamental metrics (earnings, revenue, book value and cash earnings), aiming for exposure to undervalued stocks in each sector. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.
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